KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$45K ﹤0.01%
1,000
327
$45K ﹤0.01%
750
328
$44K ﹤0.01%
206
329
$43K ﹤0.01%
1,150
330
$43K ﹤0.01%
306
331
$43K ﹤0.01%
1,190
332
$43K ﹤0.01%
410
333
$43K ﹤0.01%
627
334
$43K ﹤0.01%
750
-68
335
$42K ﹤0.01%
1,766
+30
336
$42K ﹤0.01%
403
337
$41K ﹤0.01%
1,000
338
$41K ﹤0.01%
1,096
339
$40K ﹤0.01%
7,000
340
$39K ﹤0.01%
518
341
$39K ﹤0.01%
899
342
$39K ﹤0.01%
415
-1,000
343
$39K ﹤0.01%
1,104
344
$38K ﹤0.01%
384
345
$38K ﹤0.01%
246
346
$38K ﹤0.01%
1,556
+10
347
$38K ﹤0.01%
+200
348
$37K ﹤0.01%
960
349
$37K ﹤0.01%
273
350
$37K ﹤0.01%
271
-8
12 13
14
15 16